Q3 2026 Delivery Consensus
Please find below the latest company-compiled delivery consensus of sell-side analysts. Tesla does not endorse any information, recommendations or conclusions made by the analysts. Q2-2026 represents actual figures while Q3-2026 onwards represents company-compiled consensus estimates.
Estimates provided by: Daiwa, DB, Cowen, OpCo, Canaccord, Baird, Wolfe, New Street Research, BNP Paribas, GS, Evercore ISI, Barclays, PSC, Mizuho, BofA, Morgan Stanley, Truist, UBS, Jefferies, JPM, Needham & Co, HSBC, Cantor Fitzgerald, Benchmark.
| Q2-2026 | Q3-2026 | 2026 | 2027 | 2028 | 2029 | 2030 | |
| Model 3/Y deliveries | 467,762 | 450,712 | 1,711,728 | 1,817,696 | 1,906,506 | 2,110,126 | 2,284,344 |
| All other models | 12,364 | 11,285 | 55,588 | 102,771 | 188,888 | 275,350 | 383,675 |
| Total deliveries | 480,126 | 461,974 | 1,767,255 | 1,923,138 | 2,099,369 | 2,403,820 | 2,695,494 |
| Median | 463,406 | 1,774,590 | 1,901,958 | 2,022,000 | 2,280,510 | 2,536,827 | |
| Standard deviation | 22,659 | 47,732 | 154,242 | 324,212 | 603,716 | 748,980 | |
| Number of estimates provided | 24 | 24 | 24 | 22 | 16 | 16 | |
| Energy Storage Deployments (GWh) | 13.5 | 15.9 | 56.5 | 76.0 | 95.8 | 120.5 | 148.8 |
| Median | 16.2 | 56.3 | 74.9 | 94.7 | 123.6 | 148.3 | |
| Standard deviation | 1.3 | 2.8 | 8.4 | 13.2 | 22.2 | 35.6 | |
| Number of estimates provided | 19 | 19 | 19 | 18 | 13 | 13 |